Family Offices after the Era of COVID 19
Are family offices after the era of COVID 19 emerging stronger from the global pandemic? How are family offices reacting to the policies of the new US administration, both in the US and globally, in terms of their investment strategies and structures? With the acceleration of impact investing, led by the next-generation, are family offices best-placed to affect real change?
Timestamps of Family Offices After the Era of COVID 19 video panel discussion
0:00 Introductions
2:37 Are family offices emerging stronger from the global pandemic?
3:54 How are family offices reacting to the policies of the new US administration, both in the US and globally, in terms of their investment strategies and structures?
7:37 With the acceleration of impact investing, led by the next-generation, are family offices best-placed to affect real change?
17:25 Audience Q&A
25:08 Final words of gratitude and/or wisdom
Panel Participants:
- Ibrahim AlHusseini, Founder, FullCycle, USA
- Georgie Benardete, Co-Founder and CEO, Align17, USA
- Veron Shim, Chief Executive Officer and Founder, Envysion Wealth Management, Singapore
- Steve Singer, Partner, Greenstein, Rogoff, Olsen & Co., USA Chaired by
- Michael Warszawski, Chief Executive Officer, CWM Partners, USA
We hope you found this video about family offices after the era of COVID 19 helpful. If you have questions or need expert tax or family office advice that’s refreshingly objective (we never sell investments), please contact Steve Singer directly at contact us or visit our Family office page or our website at www.GROCO.com. Unfortunately, we no longer give advice to other tax professionals gratis.
To receive our free newsletter, contact us here.
Subscribe to our YouTube Channel for more updates.
Considerately yours,
GROCO, GROCO Tax, GROCO Technology, GROCO Advisory Services, GROCO Consulting Services, GROCO Relationship Services, GROCO Consulting/Advisory Services, GROCO Family Office Wealth, and GROCO Family Office Services.
Steve Singer, CPA, Partner Greenstein, Rogoff, Olsen & Co., LLP
Bio:
Throughout his life Steven Singer has been successfully guiding ultra high net worth individuals, entrepreneurs and families through many tax, personal and financial issues. Steve’s experience spans more than 37 years and his unique background and skills in venture and corporate finance, mergers and acquisitions, high net worth individuals, corporate and partnership taxation and strategic planning give him unmatched insight into helping his clients achieve success. He creatively leverages relationships to help his clients grow their businesses and achieve their goals.
Will Illegal Immigrants Really Get A Huge Check From the IRS?
Whether you are for or against President Obama’s immigration plan, the fact that all the illegal immigrants in the country could file tax returns and claim refunds for the last three years, seems outrageous. However, according to the IRS, under the Earned Income Tax Credit, that is precisely what could happen. It doesn’t matter if…
Wondering Where Your Tax Refund Might Be? Check Your Student Loan Debt
By now millions of taxpayers have already filed their returns and have received their refunds. Still, there are others who are waiting for that check to show up in their account. For some, that wait can be very difficult and even cause a little anxiety. In most cases, there’s no need to worry. Just give…
California Comes Out on Top of Estimated Tax Revenue
Who says California isn’t doing well financially? When it comes to taxes, it appears that the Golden State is doing just fine. California is definitely one of the worst locations to live if you want to keep your tax bill low. With the latest report from the state’s Controller, Betty Yee, it’s no wonder that…
How to Choose Your Tax Filing Status if You’re Married
If you’re married then you’ve probably just always filed a joint return with your spouse. In fact, chances are you’ve never even considered filing any other way. However, for some people, married filing jointly is not the best option. Depending on your situation, it could be more advantageous to file separately. Here are some things…